INVESTMENT PERSPECTIVE
By J Mulraj
Jul 17-23, 2022
Structural changes long overdue, to stay in the global race
A replay of the 1966 movie, ‘The Russians are coming’ may well be titled ‘The Recessions are Coming’, though partly due to the Russians. On...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 10-16, 2022
Markets are signalling a US recession
Confucius said ‘one should not pick fight with one’s bullet supplier’ (Disclosure: Confucius didn’t say it, I did, but adding his name attracts more attention J).
Egged on by a...
INVESTMENT PERSPECTIVE
By J Mulraj
Jul 3-9, 2022
Wrong ones have been made, sadly
The world is filled with a plethora of problems and policy makers have to decide on how to solve them. That is no easy task, for any action has,...
INVESTMENT PERSPECTIVE
By J Mulraj
Jun 26- Jul 2, 2022
And the hypocrisy of nations
Vladimir Putin had for long been warning the West of his apprehensions about NATO's eastward expansion, coming ever closer to his borders, thus posing an existential threat for...
INVESTMENT PERSPECTIVE
By J Mulraj
Jun 18-25, 2022
The consequences of policy decisions take a long time to manifest
As the Benjamin Franklin poem above indicates, the consequences of an act take a long time, and a series of mis-steps, to manifest themselves....
INVESTMENT PERSPECTIVE
By J Mulraj
Jun 12-17, 2022
Fighting inflation or preventing recession?
For several years, central bankers had been printing money without regard to the future consequences of this folly, under the misguided insanity of the MMT, or modern monetary theory....
INVESTMENT PERSPECTIVE
By J Mulraj
Jun 5-11, 2022
Far too many problems ahead of us
The world is beset by far too many problems, the short term future is cloudy.
The ongoing war between Russia and Ukraine, and the possibility of China being emboldened...
INVESTMENT PERSPECTIVE
By J Mulraj
May 29-Jun 4, 2022
Which India do we want for our children?
India, today, is reminiscent of the famous quote of Charles Dickens, in A Tale of Two Cities
“It was the best of times, it was the worst...
INVESTMENT PERSPECTIVE
By J Mulraj
May 22-28, 2022
Tough times ahead
In this Economist podcast Larry Summers, former US Treasury secretary says that every time inflation has been above 4% and unemployment below 4%, the US has gone into recession (see at 5:23). ...
INVESTMENT PERSPECTIVE
By J Mulraj
May 15-21, 2022
Technology provides solutions to energy and food but after we pass the hump of conflicts
Technology is providing the solutions to the problems created by the politicians!
The invasion of Ukraine by Russia was, largely, an...
